Recognitions and Awards

We are proud to be honored by the industry in which we serve, not for the recognition of our own success, but for the success our services have brought to the clients we humbly serve.

• 100 Best Financial Advisers - Worth
• Top Wealth Managers - Bloomberg
• 100 Great Financial Planners - Mutual Fund
• Best Financial Planners in Dallas and Best Wealth Managers in Dallas - D Magazine
• Best Financial Advisors for Doctors - Medical Economics
• Featured - Wealth Management Team

Worth: Recognized by the magazine among an elite group of individuals for their expertise, integrity and dedication to the field of wealth management. Bloomberg Wealth Manager: Compiled by the magazine, which weighed such factors as assets under management per client as defined by firm Form ADV. Dallas Business Journal: Compiled by the local publication biannually which weighed such factors as total assets under management and years in the industry. D Magazine: Compiled bi-annually by the local magazine, which surveyed Certified Financial Planner™ professionals in the DFW area and the final list was reviewed by esteemed local financial planners. Medical Economics: The "150 Best Financial Advisors for Doctors" award was based in part on credentials, experience, compensation arrangements, minimum investment requirements, a good regulatory compliance record and charitable work. Consideration was also given to advisors who specialize in physician business or the medical field.